IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.55M
3
+$3.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.77M
5
SIRI icon
SiriusXM
SIRI
+$2.61M

Top Sells

1
+$33.7M
2
+$19.8M
3
+$15.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.17%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.54M 0.15%
31,678
-15,288
152
$2.54M 0.15%
76,099
+20,450
153
$2.47M 0.15%
138,645
+30,248
154
$2.42M 0.15%
48,499
+4,898
155
$2.41M 0.15%
52,680
-14,908
156
$2.41M 0.15%
20,511
+16,371
157
$2.4M 0.15%
91,065
-30,090
158
$2.37M 0.14%
35,278
-10,760
159
$2.37M 0.14%
48,881
-100,746
160
$2.37M 0.14%
14,324
-1,453
161
$2.36M 0.14%
71,958
+1,410
162
$2.33M 0.14%
97,385
-9,227
163
$2.32M 0.14%
18,459
-9,004
164
$2.31M 0.14%
141,516
+14,550
165
$2.29M 0.14%
25,834
-5,789
166
$2.29M 0.14%
22,125
-2,555
167
$2.29M 0.14%
37,728
-2,304
168
$2.23M 0.14%
166,791
-2,104
169
$2.22M 0.14%
60,081
-129,288
170
$2.21M 0.13%
56,429
-24,151
171
$2.2M 0.13%
659,040
-260,880
172
$2.2M 0.13%
89,590
-4,934
173
$2.17M 0.13%
284,598
+6,570
174
$2.17M 0.13%
124,069
-2,950
175
$2.16M 0.13%
8,274
-2,691
5 6
7
8 9